Important Personal & Business Tax Issues that Impact Your Wealth
Thursday November 17, 2011 | 8:30 AM to 10:30 AM EST
We are pleased to invite you to a seminar discussing important personal and business tax issues that impact your personal wealth planning and business activity presented by Frank L. Brunetti & James F. McDonough, Jr.
Topics of Discussion will include:
Using the current low interest rate environment in your wealth transfer planning.
Why you should be concerned about the IRS's program on classification ofindependent contractors.
The New Jersey initiative on cash audits of small businesses.
Qualified Small Business Stock
Dynasty Trust Planning in an era of low interest rates, large exclusion, depressed asset values as a means to avoid estate tax and increase asset protection.
Disclaimers & Decanting - fixing the broken estate plan.
Frank L. Brunetti Mr. Brunetti is Chair of Scarinci Hollenbecks Tax, Trusts and Estates Group; Professor of Law and Taxation at the Fairleigh Dickinson University MS in Taxation Program and author of Fundamentals of Federal Tax Accounting published by the American Law Institute-American Bar Association. Mr. Brunetti has extensive experience assisting tax practitioners with issues regarding tax controversies and the IRS and State and Local Agencies.
James F. McDonough, Jr. - Mr. McDonough concentrates on wealth preservation and estate planning for high net worth individuals, closely held business matters and ownership succession, estate administration and income tax planning.
8:30 - 9:00 a.m. Registration, Continental Breakfast
9:00 - 10:30 a.m. Program, Q&A Session
Cost - FREE (Includes a continental breakfast and program materials.)
Sheraton Eatontown Hotel 6 Industrial Way East Eatontown, NJ 07724